2022-07-12T16:09:04-05:00 2021-12-31 311119890 Barnes Dennig & Co LTD 150 East Fourth Street Cincinnati OH 45202 990PF 2021-01-01 472544074 Katherine B Sutphin Foundation Inc KATH 3175146787 1505 N Delaware Indianapolis IN 46202 Joanna Taft President 3175146787 2022-07-11 1 Joanna Taft 999009999 Paula Hume P00537516 5132418313 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z X 10331717 X 5223159 118049 118049 458372 463312 458372 5799580 576421 0 0 0 5000 2000 3000 15377 15377 0 2692 0 0 23069 17377 3000 80500 80500 103569 17377 83500 5696011 559044 812905 992740 992740 3254858 8771034 9338977 4067763 9763774 10331717 0 0 X 4067763 9763774 4067763 9763774 4067763 9763774 4067763 5696011 0 9763774 0 9763774 Stock Sales P 5000 4940 60 60 Capital Gain Distributions P 458312 458312 458312 458372 7771 0 7771 0 7771 1360 0 6411 0 7771 0 0 0 0 0 0 0 0 0 0 0 0 0 1 IN 1 0 0 0 0 1 N/A Joanne B Taft 3175146787 1505 N Delaware St Indianapolis IN 462024466 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Joanna B Taft 1505 N Delaware St Indianapolis IN 46202 President/Chair 0.50 0 0 0 David Knall 600 E 96th St Suite 575 Indianapolis IN 46240 Secretary/Treasurer 0.05 0 0 0 Casey Roberts 1640 N Pennsylvania St Indianapolis IN 46202 Director 0.05 0 0 0 David Wellwerts 701 Kessler Blvd Indianapolis IN 46228 Director 0.05 0 0 0 Charlie Sutphin 250 E 70th St Indianapolis IN 46220 Treasurer 0.05 0 0 0 NONE 0 NONE 0 0 6017966 1718314 0 7736280 0 0 7736280 116044 7620236 381012 381012 7771 7771 373241 0 373241 0 373241 83500 0 83500 373241 73844 0 0 83500 73844 0 0 9656 0 0 0 0 0 0 0 0 363585 0 0 0 X Covenant College 14049 Scenic Hwy Lookout Mountain GA 30750 501(c)(3) Matching Grant 5000 Redeemer Presbyterian 1505 N Delaware Street Indianapolis IN 46202 501(c)(3) Matching Grant 5000 Art Mix 1505 N Delaware Street Ste 100 Indianapolis IN 46202 501(c)(3) Matching Grant 500 Heart Change 1405 N Tuxedo Street Indianapolis IN 46201 501(c)(3) Matching Grant 2000 New Hope Counseling 1505 N Delaware Street Ste 200 Indianapolis IN 46202 501(c)(3) Matching Grant 500 Herron High School PO Box 881134 Indianapolis IN 46208 501(c)(3) Classroom Naming Grant 25000 Irvington Historical Society 5350 University Avenue Indianapolis IN 46219 501(c)(3) Matching Grant 1000 Thrive Global Consulting 209 E Liberty Drive Wheaton IL 60187 501(c)(3) Matching Grant 3000 Oaks Academy 2301 N Park Avenue Indianapolis IN 46205 501(c)(3) Matching Grant 3000 Harrison Center for the Arts 1505 N Delaware Street Indianapolis IN 46202 501(c)(3) Grant 35500 80500 0 14 118049 18 458372 0 576421 0 576421 0 0 0 0 0 0 0 0 0 0 X X 1 Katherine B Sutphin Trust ua rstd 8182014 The National Bank of Indianapolis T Indianapolis IN 46204 438159 X 2 Katherine Sutphin CLAT 11715 Fox Rd Suite 400-225 Indianapolis IN 46236 4785000 X Accounting 5000 2000 3000 Investco 456649 445531 American Balacnes 484040 514650 Artisan Intl Value 649302 714802 Dodge & Cox 262382 255677 FPA 480860 498135 Harbor Cap 1020794 1003912 OakMark 465523 502354 J Handcock Int. growth 707991 705166 J Handcock Small Cap 226313 278119 Vanguard div growth 925890 1060291 vanguard ST bond 845105 830088 Vanguard Total stock 998095 1237103 SPDR Gold Trust Shares 334674 336449 Gabelli US Treasury Money Market 365282 365282 Allspring Fdmntl Small Cap Growth 235079 257584 Blackstone RE Income Trust 248055 268834 Blackstone RE Income Trust 65000 65000 Investment Fees 15377 15377 0 Taxes 2692 0 0